A finance team intranet
The page a finance team opens every morning: where the close stands, what changed in policy, and the handful of links they use through every reporting cycle. Below is a concept design for one team, built entirely from web parts that ship with SharePoint.
One ledger. One calendar.
One finance team.
Finance News & Announcements
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Branch fit-up program is tracking under budget The downtown capital project is running 6% below the approved budget at the halfway mark. The capex summary and the revised forecast are posted for the next finance review. 
Q1 results: lending margin beat plan by 40 basis points Net interest margin held above forecast through a noisy quarter. FP&A has posted the board pack with commentary on what drove the beat and where Q2 risk sits. 
The finance team joined the Lakeside community food drive Twelve of us spent Saturday morning sorting and packing at the Lakeside Centre. Thanks to everyone who came out, and to AP for covering the desk while we were away. Our Branches
Kingston (Main) Belleville Peterborough Cobourg Brockville © OpenStreetMap contributors 14 branches across Eastern Ontario · Find a branch
Close & Consolidation
- Month-end close checklist
- Account reconciliations
- Journal entry requests
- Intercompany & eliminations
Reporting & Analysis
- Board & management packs
- Budget vs. actual
- Forecast models
- KPI dashboards
Controls & Compliance
- Financial policies
- Audit schedule & findings
- Controls matrix
- FSRA regulatory filings
Accounts & Payments
- AP & vendor payments
- AR & collections
- Expense claims
- Payroll calendar
Performance & Transparency
Key financial metrics, refreshed at month-end.
Excellence Award
Concept design, hand-coded to preview the layout. Harbourstone is a fictional credit union; all names, numbers and photos are illustrative. The real page is built directly in SharePoint.
What you’re looking at
Nothing on that page is custom-built. Every block is a standard SharePoint web part, set up by an editor with permission to the site.
Click a card to see the exact steps for building it.
Want your tenant to open like this?
This is a concept, not a template you download. A real homepage is shaped around your departments, your news and the handful of links your people genuinely use. A 20-minute call is enough to sketch what yours would look like.
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